XLSR vs VUG

AXLSR

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−11.1%XLSR · worst fall in 1Y

Held in common21.7%XLSR and VUG

XLSR

VUG

State Street US Sector Rotation ETF · $1.1BVanguard Morningstar Growth ETF · $233B

+16.9%3 years · per year$15,995 · $18,415+22.6%

+8.2%5 years · per year$14,831 · $16,124+10.0%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $42 on $10k0.42%

−11.1%Worst dropSmaller wins−15.1%

14.5%VolatilityLower wins19.0%

2–3VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · VUG

4.2%AAPL12.5%

3.6%NVDA13.5%

3.3%GOOGL5.2%

3.2%MSFT9.7%

Held in common21.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLSR vs VUG

XLSR

US Sector Rotation

$14,831

VUG

Vanguard Morningstar Growth

$16,124

MeasureXLSRVUG

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.42%0.42%

5 years, per year+8.2%+10.0%

3 years, per year+16.9%+22.6%

Worst drop · 1Y−11.1%−15.1%

Volatility · 1Y14.5%19.0%

3–2measures won
VUG first

21.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XLSR, VUG, IWF

Today

78.0%most shared, VUG and IWF

XLSRVUGIWF

XLSR—21.7%21.5%

VUG21.7%—78.0%

IWF21.5%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee